EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$14.6M
3
+$10.7M
4
WM icon
Waste Management
WM
+$10.2M
5
VZ icon
Verizon
VZ
+$10.1M

Top Sells

1
+$4.39M
2
+$4.3M
3
+$3.94M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.74M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.09M

Sector Composition

1 Financials 5.12%
2 Technology 3.61%
3 Communication Services 3.6%
4 Industrials 1.69%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$20K ﹤0.01%
1,000
-74
477
$20K ﹤0.01%
790
478
$20K ﹤0.01%
1,052
-101
479
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200
480
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33
-4
481
$19K ﹤0.01%
633
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482
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245
-9
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$19K ﹤0.01%
728
484
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140
485
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319
-3
486
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209
487
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749
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488
$18K ﹤0.01%
393
-38
489
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391
+1
490
$18K ﹤0.01%
684
491
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24
492
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155
493
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1,115
-16
494
$18K ﹤0.01%
251
495
$18K ﹤0.01%
1,049
-36
496
$17K ﹤0.01%
120
497
$17K ﹤0.01%
100
498
$17K ﹤0.01%
64
-16
499
$17K ﹤0.01%
+180
500
$17K ﹤0.01%
1,135
+25
18 19
20
21 22